Head – Business – Wealth Management

Lagrange Point International; Mumbai, Gurugram District, Bengaluru; On-site; INR 2,500,000 - 3,500,000; Full time

Job summary

A fintech startup is seeking a Business Head for Wealth Management to lead the strategy and growth of the business. The ideal candidate will have over 12 years of experience in wealth management or fintech, strong leadership skills, and a proven track record in scaling digital products. This role involves driving product innovation and engaging customers while managing P&L responsibilities. Opportunities to build strategic partnerships in a fast-paced environment await the right candidate.

Qualifications

• 12+ years in wealth management, fintech, or digital financial services.
• Proven success in scaling digital products or investment platforms.
• Leadership experience in a fast-paced, growth-stage startup environment.

Responsibilities

• Build and scale the wealth management business, driving customer growth and engagement.
• Own P&L and deliver sustainable, profitable growth.
• Drive product innovation to enhance digital investment experiences.
• Build strategic partnerships with financial institutions and regulators.
• Hire, mentor, and lead a high-performing team to execute growth plans.

Skills

Leadership

Financial regulation comprehension

Growth strategy development

Product innovation

Team management

Education

MBA from a reputed institution

Job description

Overview

About the Company: Our client is an early age investor-backed fintech startup disrupting the wealth management space with cutting-edge technology. Focused on simplifying investments for retail customers, the company is building scalable and innovative digital solutions to democratize wealth creation.

Role

As the Business Head – Wealth Management, you will lead the vertical’s strategy, growth, and operations, driving product innovation and customer acquisition while owning P&L responsibilities.

Responsibilities

• Build and scale the wealth management business, driving customer growth and engagement.
• Own P&L and deliver sustainable, profitable growth.
• Drive product innovation to enhance digital investment experiences.
• Build strategic partnerships with financial institutions and regulators.
• Hire, mentor, and lead a high-performing team to execute growth plans.

Candidate Requirements

1. MBA from a reputed institution.
2. 12+ years in wealth management, fintech, or digital financial services.
3. Proven success in scaling digital products or investment platforms.
4. Strong understanding of financial regulations and compliance.
5. Leadership experience in a fast-paced, growth-stage startup environment.